Asher Stoller is a financial advisor with Cetera in Omaha, NE, holding a Series 66 designation and eight years of industry experience. He has worked at several firms including Renaissance Financial Corp and Wells Fargo Clearing. Outside of advisory work, he is a part-owner of Professional Medical Billing, LLC and serves on multiple nonprofit boards, including the Omaha Jewish Alumni Association and Omaha Performing Arts. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers through a multi-manager platform with over $256 billion in assets under management.

Patrick Friesen is a financial advisor with Morgan Stanley in Omaha, NE, holding a Series 66 designation and 20 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market simulations.

Anthony Amodeo is a financial advisor at Charles Schwab in Omaha, NE, with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab and TD Ameritrade, among other firms. Outside of finance, Amodeo owns and operates Tony's Lawn Service, a lawn care and landscaping business he started in 1996. Charles Schwab serves a large client base, primarily high- and ultra-high-net-worth individuals, through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, utilizing multi-asset model portfolios and a centralized operational structure.

Bryan Bender is a financial advisor with Charles Schwab who holds Series 63 and Series 66 credentials and has 25 years of industry experience. He has worked at Charles Schwab Bank since 2025, Charles Schwab & Co. since 2022, and Ameritrade from 1999 to 2022. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and provides integrated custody, brokerage, and cash-sweep services.

Mark Waldron is a CFP® certificant with nine years of industry experience. He is currently an advisor at Edward Jones in Omaha, NE, where he has worked since 2018. His prior experience includes roles at TD Ameritrade, Fidelity Brokerage Services LLC, and New York Life Insurance Co. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Joseph Calabro is a CFP® professional affiliated with Wells Fargo Clearing in Omaha, NE, bringing 18 years of industry experience. He has worked with Wells Fargo Bank since 2006 and has been with Wells Fargo Clearing since 2016. Prior to that, he spent five years at Wells Fargo Advisors LLC. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines in-house research and third-party analytics to support its investment approach and offers a range of brokerage and advisory solutions.

Melissa Rush is a financial advisor with Charles Schwab who holds a Series 66 designation and has 13 years of industry experience. She previously worked at TD Ameritrade for 10 years before joining Charles Schwab in 2022. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory relationships and access to discretionary separately managed accounts, supported by multi-asset model portfolios and alternative investment due diligence.

Matthew Hellbusch is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and bringing nine years of industry experience. His background includes roles at Lincoln Investment, Horace Mann Companies, and Capital Analysts. Outside of advising, he is an owner of Highmark Financial, LLC and provides notarial services. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutions. The firm offers a multi-manager platform enabling advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Scott Bunselmeyer is a Financial Advisor with Merrill Lynch Wealth Management, having joined the firm in 2021. Before transitioning into financial services, Scott spent over a decade working in health care and health care administration. He is dedicated to raising the standard of care for his clients by employing a goal-oriented, team-based approach and fostering genuine understanding through open communication. Scott’s expertise includes college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. He holds a Personal Investment Advisor (PIA) designation and has an academic background in exercise science and physical therapy, earning a bachelor's degree from Drury University and a Doctor of Physical Therapy degree from Southwest Baptist University. Residing in Bennington, Nebraska, Scott lives with his wife, Meghan, and their three children. Outside of work, he enjoys outdoor activities, sports, attending his children’s school events, and coaching their sports teams.

Morris Friedman is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 credentials and over 50 years of industry experience. He has been affiliated with Ameriprise Financial Services LLC since 1975 and Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of his advisory role, Friedman is involved in managing Momentum Partners LLC, an entity related to his advisory business. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and utilizes algorithmic automation alongside a centralized consulting team to deliver tailored retirement-income recommendations.

James Pekelder is a financial advisor with Ameriprise in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior work includes roles at Wells Fargo Advisors LLC and Wells Fargo Clearing. He has been with Ameriprise since 2019. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports through a centralized consulting team. The firm also offers a broad range of advisory, brokerage, and insurance solutions typical of large institutional firms.

Joseph Truscott is a financial advisor with Charles Schwab, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His work history includes roles at Charles Schwab Trust Bank since 2023, Charles Schwab since 2022, and TD Ameritrade from 2006 to 2024. Based in Omaha, NE, he serves clients through Schwab’s comprehensive wealth management platform. Charles Schwab & Co., Inc. serves a large client base, primarily high- and ultra-high-net-worth individuals, offering wrap fee advisory programs, managed accounts, and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts, utilizing multi-asset model portfolios and alternative investment options.

Bradley Alexander is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at Charles Schwab and related entities since 2022 and previously spent eight years at TD Ameritrade Investment Management and TD Ameritrade, Inc. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm’s model combines non-discretionary advisory recommendations with access to discretionary separately managed accounts, delivering investment guidance through multi-asset model portfolios and due diligence-supported alternative investments.

Elijah Strosnider is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 65 and Series 63 licenses with two years of industry experience. His prior work includes roles at Habitat For Humanity Omaha and multiple positions in diverse industries such as medical services and roofing. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs a model-driven investment approach supported by third-party asset managers and offers strategic, tactical, tax-managed, and income-distribution portfolios.

Christina Kolb is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. She has worked at Cetera since 2023 and previously spent seven years with Securian Financial Services Inc., while also maintaining a role with Renaissance Financial since 2013. Renaissance Financial is a financial services firm where she offers securities, insurance, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm provides portfolio management, financial planning, and access to multiple investment platforms through a large network of independent advisors.

James Lombardi is a financial advisor with Wells Fargo Clearing in Omaha, NE, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a wider range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Geoffrey Brennan is a financial advisor at Charles Schwab with 20 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Charles Schwab and its affiliated entities since 2022, following an 18-year tenure at TDAmeritrade. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a distinctive operational structure that integrates advisory, brokerage, custody, and cash-sweep services.

Paul Keatts is a financial advisor with Equitable Advisors in Omaha, NE, holding a Series 66 designation and 25 years of industry experience. He has been with Equitable Advisors since 2001, including time under its former name, Axa Advisors. Keatts serves as a board member and treasurer for the Bennington Lions Club and is managing partner of Raistone Wealth Partners, LLC. Equitable Advisors provides financial planning, retirement plan consulting, and asset management services to individuals, pension plans, corporations, and charitable organizations. The firm utilizes a variety of program models and third-party managers, offering solutions including mutual funds, ETFs, separately managed accounts, and select alternative investments.

Steven Kimes is a CFP® professional with 28 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America, NYLIFE Securities LLC, and LPL Financial among others. Outside of his advisory role, Kimes manages a financial services LLC. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, employer-sponsored retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and a range of affiliated financial services.

William Nelson is a financial advisor with Primerica Advisors in Omaha, NE, holding Series 63 and Series 65 credentials and 42 years of industry experience. He has been with Primerica Advisors since 1983 and Primerica Financial Services since 1991. Nelson is also the owner of Nelson's Global Network, Inc., a business formed to support Primerica-related activities. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selected separately managed account options primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.